- Retention Schedules – create the most critical element in a successful Records & Information Management program that should accurately reflect the information resources of a business regardless of media, realistic retention periods, information ownership matrices, all applicable regulatory retention requirements and operational needs, followed by management authorization
- Records & Information Policies & Procedures – draft for client approval core statements of policy and practice, operations and user manuals, and presentations
- File Plans & Classification Systems – build a structured approach for information organization that facilitates consistent filing and efficient retrieval, and also in mapping from hard copy resources to alternative technologies
- Electronic & Digital Media Storage & Retention – assist in the selection of suitable technologies that meet operational and retention requirements for information resources, and linking networks and servers to retention policies and schedules
- Records Archiving & Storage Programs – prepare outsourcing specifications, independent vendor evaluations, and program procedures, as well as conducting box content reviews of inactive records
- Information Migration Planning & Implementation – manage information during facilities relocations, closures, and mergers & acquisitions, as well as plan and support alternative technology conversions
- Training Programs – develop and conduct staff training programs and management briefings, including the preparation of manuals, course outlines, handouts, and presentations
- Business Continuity Plans for Vital Records Protection – identify information vital to client operations, and prepare plans to assure protection of that information in event of disaster so that operations can be resumed with minimum business interruption
